Meridian Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Meridian Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$846K	Sell	10,251 -5,009	-33%	-$415K	0.03%	385
2025 Q4	$1.26M	Sell	15,260 -993	-6%	-$82.3K	0.04%	303
2025 Q3	$1.35M	Buy	16,253 +101	+0.6%	+$8.35K	0.05%	274
2025 Q2	$1.34M	Buy	16,152 +1,961	+14%	+$162K	0.06%	260
2025 Q1	$1.17M	Sell	14,191 -29,438	-67%	-$2.42M	0.06%	259
2024 Q4	$3.58M	Buy	43,629 +17,716	+68%	+$1.46M	0.17%	131
2024 Q3	$2.15M	Buy	+25,913	New	+$2.14M	0.11%	175
2024 Q2	–	Sell	-18,831	Closed	-$1.54M	–	480
2024 Q1	$1.54M	Sell	18,831 -4,353	-19%	-$356K	0.26%	64
2023 Q4	$1.9M	Buy	+23,184	New	+$1.88M	0.12%	175

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Management's SHY Position: Q1 2026 in Review

Meridian Wealth Management reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 33% in Q1 2026, selling an estimated $415K and leaving 10,251 shares worth $846K. The position accounts for 0.03% of the portfolio, ranked #385.

Meridian Wealth Management first reported a position in SHY in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.58M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold SHY as of Q1 2026.

Meridian Wealth Management held 10,251 shares of iShares 1-3 Year Treasury Bond ETF worth $846K as of Q1 2026.
Meridian Wealth Management sold 5,009 iShares 1-3 Year Treasury Bond ETF shares in Q1 2026, an estimated $415K.
iShares 1-3 Year Treasury Bond ETF made up 0.03% of Meridian Wealth Management's portfolio in Q1 2026, its #385 holding.
Meridian Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Meridian Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $3.58M in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.